Operations Finance Analyst at CATALIS in Tallahassee

Job description

• Description
• This role supports the financial operations of Florida’s Prepaid College and 529 Savings Plans through accurate processing and record maintenance. It ensures compliance with regulatory standards and internal controls.
• By maintaining reliable financial data, it helps families plan confidently for future education.
• This role is based in our Tallahassee, FL office.

Responsibilities

• Financial Operations & Reconciliation: Manage check/ACH distributions, prepare and review reconciliations, and continuously improve reconciliation processes to ensure accuracy, efficiency, and compliance.
• Process Improvement & Risk Management: Evaluate workflows, procedures, and controls to streamline operations, eliminate redundancies, and recommend enhancements that minimize financial risk.
• Reporting & Analysis: Maintain and produce ad hoc, daily, weekly, and monthly departmental reports. Implement reporting solutions that add functionality and support informed decision-making.
• Vendor & Contract Oversight: Manage vendor relationships, contracts, and outsourced function implementations, ensuring compliance and service quality.
• Audit & Compliance Support: Assist in preparing audit documentation, respond to testing and inquiries, and support financial control initiatives.
• Customer & Client Support: Resolve complex customer account issues, conduct research, and provide timely responses while ensuring adherence to policies and guidelines.
• Collaboration & Communication: Partner with leadership to identify issues, recommend solutions, and support organizational goals through effective communication and teamwork.
• Other Duties: Complete additional assignments accurately and within deadlines, contributing to overall departmental success.

Requirements

• Bachelor’s degree strongly preferred with degree minimum 3 years of experience in accounting, financial reporting/analysis, fraud detection, or auditing/investigation with a minimum of 5 years of experience in business process analysis.
• Required technical skills: Advanced Excel (macros, pivot tables, VLOOKUPs), Intermediate Microsoft Word, familiarity with MS Teams or Zoom-like platforms, intermediate to advanced financial/mathematical skills.
• Additional seeking strong leadership and adaptability, detail-oriented with excellent analytical ability, customer service orientation and problem-solving mindset, Excellent oral and written communication skills, Ability to multi-task effectively

Skills

Required

• Intermediate Microsoft Word
• Strong leadership and adaptability
• Ability to multi-task effectively

Benefits

• A dynamic and supportive work environment in a mission driven organization
• Competitive salary and benefits package, including health, dental, vision insurance
• Unlimited PTO (paid time off)
• HSA and FSA options
• 401(k) plan with matching contributions
• Paid parental leave
• ABLE matching contributions for the disability community
• Employer paid short term and long-term disability insurance and group term life insurance
• Financial and legal assistance through our EAP (Employee Assistance Program)
• Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
• The chance to make a significant impact on the delivery of government services and the lives of citizens